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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: stockman_scott who wrote (484)2/25/1999 7:40:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>>I would lighten up on INTC and MSFT. In exchange buy more DELL

lol. Scott, you're more than a little biased when it comes to dell; you are one of the biggest dellheads I know <g>.

Please read my earlier post, linking to the Bloomberg article about the Chairman of the FTC and his comments on msft and intc (and csco by implication, since all three are Gorillas -which means MONOPOLIES in Gorilla Game terms). Your timing in urging caution is 180 degrees out of phase with the direction we should take.

And, btw, Dell is in no way, shape or form a Gorilla in the context of this thread. They are a Prince attempting to ascend to the Throne, but can never be a Gorilla (see the definitions linked to my profile).

Thanks for stopping by, Scott. I'll look forward to seeing you tomorrow night.

Unc
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